Financial Planning Associate / Paraplanner

Location: Colombo, Sri Lanka

Employment: Full-Time

Experience: 3–5 years preferred

TFS is seeking an experienced Financial Planning Associate / Paraplanner to join our Colombo office and support our Australian Financial Planning team.

This is a hands-on back-office role suited to someone who understands the Australian advice process and can confidently support a Financial Planner across client administration, research, paraplanning, implementation and ongoing file management.

You will work closely with our Financial Planner and play an important role in ensuring advice is prepared and implemented accurately, efficiently and to a high professional standard.

Key Responsibilities

• Prepare and maintain client Fact Finds and financial information
• Conduct research across investments, superannuation, insurance and platforms
• Assist with preparation of SOAs, ROAs and review documentation
• Complete financial modelling, projections and strategy comparisons
• Prepare application forms, authorities and implementation documents
• Assist with superannuation rollovers, contributions, investments and insurance applications
• Follow up super funds, insurers, platforms and product providers
• Maintain accurate and complete client files and compliance records
• Update and manage client information, tasks and workflows in Xplan
• Assist with annual reviews and preparation for client meetings
• Track outstanding documentation and ensure implementation tasks are completed
• Provide general administrative and technical support to the Financial Planner

About You

We are looking for someone with approximately 3–5 years' experience in paraplanning, adviser support or financial planning administration , ideally within the Australian financial planning industry.

You will have:

• Previous experience supporting Australian Financial Advisers
• Strong knowledge of the Australian financial planning and advice process
• Experience preparing or assisting with SOAs and ROAs
• Strong research and analytical skills
• Experience with superannuation, investments and insurance administration
• Excellent attention to detail and strong organisational skills
• Excellent written and spoken English
• The ability to manage multiple client files and priorities independently
• A proactive approach and willingness to take ownership of tasks from start to completion

Strong working experience with Xplan is essential for this role.

Exposure to AI tools and the use of AI within financial planning, research, administration or workflow automation will be highly regarded.

A qualification in Financial Planning, Finance, Accounting, Economics or a related discipline would be advantageous.

Why Join TFS?

You will work directly with our Australian Financial Planner and gain exposure to a diverse client base including medical professionals, business owners, property investors and high-net-worth clients with increasingly complex financial planning needs.

This is an opportunity to join a growing financial planning division where the right person can become a trusted and integral member of the advice team.

We are looking for someone who is technically capable, highly organised, proactive and comfortable taking responsibility for the back-end work that supports high-quality financial advice.